See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,668 | $51,638+89.1% | $68,368+42.9% | $82,448+18.5% |
| Participation rate | 55.3% | 63.6%-8.3pp | 73.8%-18.4pp | 68.1%-12.7pp |
| Annual return | 13.49% | 37.53%-24.0pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $512 | $2,047-75.0% | $2,649-80.7% | $2,551-79.9% |
| Participant deferral / active EE | $3,402 | $2,914+16.8% | $4,123-17.5% | $4,139-17.8% |
| Admin fee / account holder | $15,228 | $4,643+227.9% | $5,150+195.7% | $7,234+110.5% |